Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 06-01-2024 , and ending 05-31-2025
Name of foundation
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 29522
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27626
A Employer identification number

56-0485701
B Telephone number (see instructions)

(704) 338-4396
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,653,408J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 970 970  
4 Dividends and interest from securities... 59,223 59,111  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,542
b Gross sales price for all assets on line 6a 1,055,098
7 Capital gain net income (from Part IV, line 2)... 83,542
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,626   4,626
12 Total. Add lines 1 through 11........ 148,361 143,623 4,626
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
750 750 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,953 14,953   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,843 1,705   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,700     10,700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,246 17,408 0 10,700
25 Contributions, gifts, grants paid....... 134,900 134,900
26 Total expenses and disbursements. Add lines 24 and 25 164,146 17,408 0 145,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,785
b Net investment income (if negative, enter -0-) 126,215
c Adjusted net income (if negative, enter -0-)... 4,626
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 6,427 7,495 7,495
2 Savings and temporary cash investments......... 50,160 50,225 50,225
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,148,333 Click to see attachment
List of Attached Documents:
// Content
2,130,358 		2,595,688
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,204,920 2,188,078 2,653,408
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,204,920 2,188,078
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,204,920 2,188,078
30 Total liabilities and net assets/fund balances (see instructions). 2,204,920 2,188,078
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,204,920
2
Enter amount from Part I, line 27a .....................
2
-15,785
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
181
4
Add lines 1, 2, and 3 ..........................
4
2,189,316
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,238
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,188,078
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 56.905 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-18 2024-07-16
b 129. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2024-07-16
c 7. ISHARES RUSSELL MID-CAP GROWTH ETF   2023-04-18 2024-07-16
d 92. ISHARES TR RUSSELL 200 VALUE NDEX FD   2023-04-18 2024-07-16
e 175. ISHARES RUSSELL TOP 200 GROWTH ETF     2024-07-16
158. ISHARES INC CORE MSCI EMKT   2023-02-03 2024-07-16
878. J P MORGAN EXCHANGE TRADED FD US VALUE FACTR     2024-07-16
910. J P MORGAN EXCHANGE TRADED FD US VALUE FACTR   2023-01-19 2024-07-16
32.802 PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND CLASS R6 #1046   2022-04-05 2024-07-16
222.546 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467   2022-04-05 2024-10-16
8.964 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2023-04-18 2024-10-16
54.37 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23   2023-04-18 2024-10-16
528.541 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #     2024-10-16
26.692 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z   2023-07-18 2024-10-16
245. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-04-18 2024-10-16
22. ISHARES RUSSELL MID-CAP VALUE ETF   2022-05-23 2024-10-16
499. ISHARES TR RUSSELL 200 VALUE NDEX FD   2023-04-18 2024-10-16
48. ISHARES INC CORE MSCI EMKT   2024-01-16 2024-10-16
507. ISHARES INC CORE MSCI EMKT   2023-02-03 2024-10-16
314.945 PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND CLASS R6 #1046   2022-04-05 2024-10-16
8. PROSHARES TR DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF   2024-07-16 2024-10-16
191. PROSHARES TR DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF     2024-10-16
22.827 THRIVENT SMALL CAP STOCK FUND CL S #94   2023-07-18 2024-10-16
367. VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD     2024-10-16
6. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX   2023-01-19 2024-10-16
112. VANGUARD REAL ESTATE ETF     2024-10-16
146. VANGUARD REAL ESTATE ETF   2023-01-19 2024-10-16
443.624 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467     2025-01-14
804.289 ARTISAN INTERNATIONAL SMALL-MID FUND INSTL #2467     2025-01-14
38.52 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778     2025-01-14
7.573 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z   2023-07-18 2025-01-14
54. ISHARES RUSSELL MID-CAP GROWTH ETF     2025-01-14
195. ISHARES RUSSELL TOP 200 GROWTH ETF   2023-10-17 2025-01-14
816. ISHARES TR CORE MSCI EAFE ETF     2025-01-14
1936. ISHARES TR CORE MSCI EAFE ETF     2025-01-14
807.493 MFS INTERNATIONAL EQUITY FUND CL R6 #403     2025-01-14
2099.277 MFS INTERNATIONAL EQUITY FUND CL R6 #403     2025-01-14
818.935 PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND CLASS R6 #1046     2025-01-14
1388.084 PEAR TREE POLARIS FOREIGN VALUE SMALL CAP FUND CLASS R6 #1046     2025-01-14
1476.219 TRANSAMERICA INTERNATIONAL EQUITY FUND - IS #1170     2025-01-14
3430.394 TRANSAMERICA INTERNATIONAL EQUITY FUND - IS #1170     2025-01-14
75.287 ARGA EMERGING MARKETS VALUE FUND INS   2024-10-16 2025-04-15
1363.153 BLACKROCK ADVANTAGE INTERNATIONAL FUND CLASS K   2025-01-14 2025-04-15
450. DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP ETF   2025-01-14 2025-04-15
175.551 DRIEHAUS INTERNATIONAL SMALL CAP GROWTH FUND #9   2025-01-14 2025-04-15
412.616 THE HARTFORD INTERNATIONAL VALUE FUND CLASS F #3122   2025-01-14 2025-04-15
330.266 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z     2025-04-15
1397.624 HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE FUND CLASS Z     2025-04-15
256. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-04-18 2025-04-15
19. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-01-19 2025-04-15
176.611 NYLI PINESTONE INTERNATIONAL EQUITY FUND CLASS R6   2025-01-14 2025-04-15
78.599 THRIVENT SMALL CAP STOCK FUND CL S #94     2025-04-15
574.324 THRIVENT SMALL CAP STOCK FUND CL S #94     2025-04-15
23. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX     2025-04-15
214. VANGUARD SCOTTSDALE FDS VNG RUS2000IDX     2025-04-15
160.563 ARGA EMERGING MARKETS VALUE FUND INS   2024-10-16 2025-04-22
13. AMERICAN CENTY ETF TR AVANTIS U S SMALL CAP VALUE ETF   2025-04-15 2025-04-22
1022.79 BLACKROCK ADVANTAGE INTERNATIONAL FUND CLASS K   2025-01-14 2025-04-22
17.047 WILLIAM BLAIR SMALL CAP GROWTH FUND CL I #1778   2024-01-16 2025-04-22
94. DIMENSIONAL ETF TR DIMENSIONAL INTL SMALL CAP ETF   2025-01-14 2025-04-22
70.234 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23     2025-04-22
46.145 DRIEHAUS INTERNATIONAL SMALL CAP GROWTH FUND #9   2025-01-14 2025-04-22
454.282 GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND CLASS R6 #     2025-04-22
246.42 THE HARTFORD INTERNATIONAL VALUE FUND CLASS F #3122   2025-01-14 2025-04-22
407. ISHARES CORE U.S. AGGREGATE BOND ETF     2025-04-22
62. ISHARES RUSSELL MID-CAP VALUE ETF   2024-01-16 2025-04-22
29. ISHARES RUSSELL MID-CAP GROWTH ETF   2024-01-16 2025-04-22
21. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-01-19 2025-04-22
154. ISHARES TR RUSSELL 200 VALUE NDEX FD   2024-01-16 2025-04-22
44. ISHARES RUSSELL TOP 200 GROWTH ETF   2024-01-16 2025-04-22
169.259 NYLI PINESTONE INTERNATIONAL EQUITY FUND CLASS R6   2025-01-14 2025-04-22
82.171 NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I   2025-04-15 2025-04-22
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,287   1,903 384
b 16,322   14,240 2,082
c 803   637 166
d 7,135   6,153 982
e 38,748   25,213 13,535
8,740   7,980 760
37,411   31,563 5,848
38,774   30,935 7,839
391   377 14
4,126   4,095 31
339   272 67
2,134   1,819 315
4,889   5,183 -294
355   345 10
24,471   24,270 201
2,945   2,429 516
41,325   33,372 7,953
2,734   2,325 409
28,875   25,608 3,267
3,688   3,619 69
409   374 35
9,772   8,568 1,204
772   660 112
16,768   14,271 2,497
550   442 108
10,908   8,795 2,113
14,220   12,631 1,589
7,515   7,657 -142
13,625   11,724 1,901
1,364   1,182 182
93   98 -5
6,906   4,965 1,941
45,061   31,187 13,874
56,885   61,680 -4,795
134,963   124,482 10,481
27,204   29,085 -1,881
70,725   63,332 7,393
8,370   8,825 -455
14,186   13,518 668
29,642   32,125 -2,483
68,882   67,923 959
786   844 -58
27,154   25,355 1,799
11,637   10,827 810
1,594   1,536 58
8,013   7,246 767
3,369   4,383 -1,014
14,256   17,776 -3,520
25,019   25,360 -341
1,909   2,197 -288
2,877   2,835 42
2,131   2,619 -488
15,570   16,468 -898
1,742   2,060 -318
16,207   15,659 548
1,710   1,800 -90
1,032   1,040 -8
20,824   19,024 1,800
501   532 -31
2,475   2,262 213
2,546   2,367 179
425   404 21
3,925   4,391 -466
4,921   4,327 594
39,667   40,234 -567
7,297   7,025 272
3,249   2,971 278
2,090   2,428 -338
11,802   10,714 1,088
8,702   7,763 939
2,764   2,717 47
1,060   1,062 -2
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
      3,033
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       384
b       2,082
c       166
d       982
e       13,535
      760
      5,848
      7,839
      14
      31
      67
      315
      -294
      10
      201
      516
      7,953
      409
      3,267
      69
      35
      1,204
      112
      2,497
      108
      2,113
      1,589
      -142
      1,901
      182
      -5
      1,941
      13,874
      -4,795
      10,481
      -1,881
      7,393
      -455
      668
      -2,483
      959
      -58
      1,799
      810
      58
      767
      -1,014
      -3,520
      -341
      -288
      42
      -488
      -898
      -318
      548
      -90
      -8
      1,800
      -31
      213
      179
      21
      -466
      594
      -567
      272
      278
      -338
      1,088
      939
      47
      -2
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 83,542
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,754
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,754
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,754
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 318
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,436
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,754
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.CHARLOTTEWOMANSCLUB.ORG
14
The books are in care ofright arrowCARRIE POWERS Telephone no.right arrow (803) 802-2553

Located atright arrow140 RIVER WOOD DRIVEFORT MILLSC ZIP+4right arrow29715
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Helen Richie President
5 		0    
P O BOX 472249
CHARLOTTE,NC28226
Kelly Cunningham Secretary
1 		0    
P O BOX 472249
CHARLOTTE,NC28226
Elizabeth Hankins Vice President
5 		0    
P O BOX 472249
CHARLOTTE,NC28226
Carrie Powers Treasurer
1 		0    
P O BOX 472249
CHARLOTTE,NC28226
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,619,354
b
Average of monthly cash balances.......................
1b
46,050
c
Fair market value of all other assets (see instructions)................
1c
7,592
d
Total (add lines 1a, b, and c).........................
1d
2,672,996
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,672,996
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
40,095
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,632,901
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
131,645
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
131,645
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,754
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,754
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
129,891
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
129,891
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
129,891
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
145,600
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
145,600
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 129,891
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 18,673
b From 2020...... 0
c From 2021...... 0
d From 2022...... 5,679
e From 2023...... 0
f Total of lines 3a through e ........ 24,352
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 145,600
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 129,891
e Remaining amount distributed out of corpus 15,709
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 40,061
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		18,673
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		21,388
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 5,679
d Excess from 2023.... 0
e Excess from 2024.... 15,709
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Hope Hockaday
9431 Glenwater Dr
Charlotte,NC28262
(704) 401-4364
HOPELYNN@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
Application includes: Name of Agency, TIN, Contact Name, Address, Phone No., email, Website, Amt requested & Purpose of grant, Current budget, 501(c)(3) letter, Board members, & recent audit.
cAny submission deadlines:
APPLICATIONS ARE DUE BY DECEMBER 31
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE LIMITED TO NO MORE THAN $20,000.00 TO EACH ORGANIZATION
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

CLASSROOM CENTRAL

2116 WILKINSON BLVD
CHARLOTTE,NC28208 		NONE PC GENERAL PURPOSES 5,600

REACH OUT AND READ

700 CHILDRENS DRIVE
Columbus,OH43205 		NONEV PC GENERAL PURPOSES 10,600

Charlotte Juniors Shoe Closet

PO BOX 472249
Charlotte,NC28247 		NONE PC GENERAL PURPOSES 700

Phillips Academy

3115 PROVIDENCE ROAD
Charlotte,NC28211 		NONE PC GENERAL PURPOSES 4,500

CAMP BLUE SKIES

1101 QUEENS ROAD WEST
CHARLOTTE,NC28207 		NONE PC GENERAL PURPOSES 5,850

HEIFER INTERNATIONAL

P O BOX 8058
LITTLE ROCK,AR722038058 		NONE PC GENERAL PURPOSES 400

Heart Math Tutoring

PO BOX 30623
Charlotte,NC28230 		NONE PC GENERAL PURPOSES 7,500

Digi Bridge

1026 JAY ST STE B128
CHARLOTTE,NC28208 		NONE PC GENERAL PURPOSES 400

BRAVE STEP INC

970 STAFFORD FARM ROAD
CONCORD,NC28025 		NONE PC GENERAL PURPOSES 1,850

Psychology for All

PO BOX 49556
Charlotte,NC28277 		NONE PC GENERAL PURPOSE 4,000

GFWC-NC

7474 CREEDMOOR RD STE 310
Raleigh,NC27613 		NONE PC GENERAL PURPOSES 1,400

SAFE ALLIANCE

P O BOX 36667
CHARLOTTE,NC28236 		NONE PC GENERAL PURPOSES 600

Thompson Child & Family Focus

6800 SAINT PETERS LANE
Matthews,NC28105 		NONE PC GENERAL PURPOSE 7,500

CHARLOTTE RESCUE MISSION

P O BOX 33000
CHARLOTTE,NC28233 		NONE PC GENERAL PURPOSES 5,250

Florence Crittenton Services Inc
DBA Crittenton
3350 HOLABIRD LANE
Charlotte,NC28204 		NONE PC GENERAL PURPOSES 5,000

THEATRE CHARLOTTE

501 QUEENS RD
Charlotte,NC28207 		NONE 501(C)(3) ORGANIZATI GENERAL PURPOSE 8,450

CARE RING

601 E FIFTH STREET SUITES 140
CHARLOTTE,NC28202 		NONE PC GENERAL PURPOSE 5,000

WING HAVEN

260 RIDGEWOOD AVENUE
CHARLOTTE,NC28209 		NONE PC GENERAL PURPOSES 400

J Iverson Riddle Developmental Center

300 ENOLA RD
Morganton,NC28655 		NONE PC GENERAL PURPOSES 250

THE RELATIVES
ATTN BRENNON GRAHAM EXEC DIRECTOR
2219 FREEDOM DRIVE
CHARLOTTE,NC28202 		NONE PC GENERAL PURPOSES 8,000

COMMUNITY CULINARY SCHOOL CLT

9315 MONROE ROAD
CHARLOTTE,ND28270 		NONE PC GENERAL PURPOSES 600

First Tee Greater Charlotte

PO BOX 19469
Charlotte,NC28219 		NONE PC GENERAL PURPOSES 400

Charlotte Choir School

115 W 7TH ST
Charlotte,NC28202 		NONE PC GENERAL PURPOSES 500

UNC Chapel Hill

300 SOUTH BUILDING CB1000
Chapel Hill,NC27599 		NONE PC GENERAL PURPOSE 5,000

CAROLINA WILDLIFE

5551 BUSH RIVER RD
Columbia,SC29212 		NONE PC GENERAL PURPOSES 600

Safe Passage

104 OAKLAND AVENUE
Rock Hill,SC29730 		NONE PC GENERAL PURPOSE 250

NC Conservation Network

234 FAYETTEVILLE STREET 5TH FLOOR
Raleigh,NC27601 		NONE PC GENERAL PURPOSES 500

TEAL DIVA

1135 FOUR LAKES DR SUITE A
Matthews,NC28105 		NONE PC GENERAL PURPOSES 500

Assist ME

5034 BIG BEND DR
Lancaster,SC297200147 		NONE PC GENERAL PURPOSES 5,700

MADELYNS FUND

7804 FAIRVIEW ROAD PMB 259
Charlotte,NC28226 		NONE PC GENERAL PURPOSES 5,000

AUGUSTINE LITERACY PROJECT

115 WEST 7TH STREET
CHARLOTTE,NC28202 		NONE PC GENERAL PURPOSES 10,500

HOPE VIBES

P O BOX 481653
CHARLOTTE,NC28269 		NONE PC GENERAL PURPOSES 5,600

Women Suffrage National

1763 COLUMBIA RD
Washington,DC20009 		NONE PC GENERAL PURPOSE 400

Furnish for Good

3420A ST VARDELL LANE
Charlotte,NC28217 		NONE PC GENERAL PURPOSE 750

UPTOWN FARMERS MARKET

P O BOX 31046
Charlotte,NC28231 		NONE PC GENERAL PURPOSE 10,000

Zabs Place

6619 SARDIS ROAD
Charlotte,NC28270 		NONE PC GENERAL PURPOSE 250

The Confidence Project - Hygiene Box Inc

1114 FEARRINGTON POST
Pittsboro,NC27312 		NONE PC GENERAL PURPOSES 4,700

GFWC of CA

1704 VARILLA DRIVE
West Covina,CA91792 		NONE PC GENERAL PURPOSE 150

Instrumental Impact

2214 THETFORD COURT
Charlotte,NC28211 		NONE PC GENERAL PURPOSE 250
Total .................................right arrow 3a 134,900
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 970  
4 Dividends and interest from securities ....     14 59,223  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 83,542  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPROGRAM INCOME 		    13 4,626  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   148,361  
13Total. Add line 12, columns (b), (d), and (e)..................
13
148,361
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 750 750    

TY 2024 InvestmentsOtherSchedule2
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS INTL SMALL CAP      
TIAA-CREF EMERGING MKTS EQUITY      
ISHARES MSCI EAFE INTL INDEX      
GOLDMAN SACHS EMERGING MKTS EQ AT COST 68,107 72,626
MFS MID CAP VALUE      
PEAR TREE POLARIS FOREIGN VALU      
T ROWE PRICE MID-CAP GROWTH      
T ROWE PRICE EMERGING MKTS STO      
WELLS FARGO SPECIAL MID CAP VA      
AMERICAN BEACON GARCIA HAMILTO      
ARTISAN INTL SM-MID      
CARILLON CLARIVEST CAPITAL      
FEDERATED MDT SM CAP CORE      
WCM FOCUSED INTL GROWTH      
LAZARD INTL EQUITY      
PEAR TREE POLARIS FOREIGN VALU      
PIMCO STOCKPLUS INTL(USS-HEDGE      
PIMCO STOCKSPLUS SMALL      
WELLS FARGO CORE      
ASHMORE EMERGING MARKETS ACTIV      
BALLIE GIFFORD EMERGING MARKET      
JACKSON SQUARE SMID-CAP GROWTH      
MORGAN STANLEY INST GROWTH IR      
BLACKROCK MID-CAP GROWTH      
FIDELITY MID CAP VALUE INDEX      
FIDELITY MID CAP GROWTH      
T ROWE PRICE INSTIT LARGE-CAP      
NUANCE MID CAP VALUE      
VANGUARD EQUITY INCOME      
ISHARES RUSSELL TOP 200 VALUE AT COST 260,541 354,536
ISHARES RUSSELL TOP 200 GROWTH AT COST 384,855 624,453
COHEN & STEERS REAL ESTATE      
COLUMBIA SELECT LARGE CAP VALU      
DIAMOND HILL LARGE CAP FUND CL      
MAINSTAY CBRE GLOBAL INFRASTRU      
NUVEEN GLOBAL INFRASTRUCTURE F      
PRINCIPAL REAL ESTATE SECURITI      
PROSHARES TR DJ BROOKFIELD GLO      
VANGUARD SCOTTSDALE FDS VNG      
BAIRD INTERMEDIATE BOND FD INS      
VANGUARD SHORT TERM BOND INDEX      
INVESCO SMALL CAP VALUE FUND C      
DELAWARE SMALL CAP GROWTH FUND      
ISHARES RUSSELL MID-CAP VALUE AT COST 142,943 165,288
ISHARES RUSSELL MID-CAP GROWTH AT COST 70,420 97,179
ALLSPRING CORE BOND FUND R6 CL      
WILLIAM BLAIR SMALL CAP GROWTH AT COST 22,950 23,570
DREHAUS EMERGING MARKETS AT COST 38,129 44,165
MFS INTERNATIONAL EQUITY FUND      
TRANSAMERIA INTERNATIONAL EQUI      
ISHARES MSCI USA MIN VOL FACTO      
ISHARES TR CORE MSCI EAFT ETF      
ISHARES TR INC CORE MSCI EMKT      
JP MORGAN EXCHANE TRADED D US      
JP MORGAN EXCHANE TRADED D US      
VANGUARD REAL ESTATE EFT      
ISHARES CORE US AGGREGATE BOND AT COST 645,713 649,422
ISHARES 10-20 YEAR TREASURY BO AT COST 41,508 36,490
SPDR BLOOMBERG HIGH YIELD BOND      
VANECK J.P. MORGAN EM LOCAL CU      
HOTCHKIS & WILEY SMALL CAP DIV      
THRIVENT SMALL CAP STOCK FUND      
VANGUARD INTL EQUITY INDEX FDS      
ARGA EMERGING MARKETS VALE FUN AT COST 28,478 29,670
BLACKROCK ADVANTAGE INTERNATIO AT COST 239,852 284,599
DRIEHAUS INTERNATIONAL SMALL C AT COST 4,939 5,859
THE HARTFORD INTERNATIONAL VAL AT COST 49,353 60,820
NYLI PINESTONE INTERNATIONAL E AT COST 55,375 60,136
NORTH SQUARE DYNAMIC SMALL CAP AT COST 32,906 35,527
AMERICAN CENTY ETF TR AVANTIS AT COST 17,847 19,653
DIMENSIONAL ETF AT COST 26,442 31,695

TY 2024 OtherDecreasesSchedule
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Description Amount
2023 TRANS POSTED IN 2024 223
ROUNDING 15
OUTSTANDING CHECKS 1,000


TY 2024 OtherExpensesSchedule
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 436 0   436
DUES 2,047 0   2,047
INSURANCE - LIABILITY, D AND O 721 0   721
MEMBERSHIP DUE 84 0   84
MISCELLANEOUS CLUB EXPENSES 17 0   17
PO BOX RENTAL 364 0   364
WEBSITE EXPENSES TOTAL 648 0   648
ZOOM SUBSCRIPTION 192 0   192
PRESIDENT'S DISCRETIONARY FUND 150 0   150
OTHER PROJECTS/PROGRAMS TOTAL 5,504 0   5,504
PUBLIC ISSUES 250 0   250
STORAGE RENT 287 0   287


TY 2024 OtherIncomeSchedule2
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PROGRAM INCOME 4,626 0 4,626


TY 2024 OtherIncreasesSchedule
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Description Amount
2024 TRANS POSTED IN 2025 181


TY 2024 OtherProfessionalFeesSchedule
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 14,953 14,953    


TY 2024 TaxesSchedule
Name:
CHARLOTTE WOMAN'S CLUB FIRST CITIZENS BANK
EIN:
56-0485701
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 820 0   0
FEDERAL ESTIMATES - PRINCIPAL 318 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,288 1,288   0
FOREIGN TAXES ON NONQUALIFIED 417 417   0